Software Update: Wednesday 31st July 2024 7am - 7:30am

On Wednesday, we're updating OneFile Eportfolio, to introduce a new enhancement.  

Please ensure all data is saved and your Eportfolio account is logged out before 7am to avoid any data loss.

Release notes can be found here.


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How do I create an Enterprise User?

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

  Permissions

Assign enterprise access 

  Centre Setting

Enterprise License

Enterprise users can be activated for customers that have multiple OneFile Centres. The account can be used to report on data in the centres they are given access to.

Follow the steps below to grant Enterprise user access to a Centre Monitor account:

  1. Log in as a Centre Manager 
  2. Click Users in the navigation menu
  3. Click the Centre Monitors 
  4. Click on the Account button for the user in question 
  5. Click on Permissions at top of the page 
  6. Scroll down to the bottom of the page and change Enterprise user to Grant
  7. Click Save

To allocate Centres to this account, please follow the steps below: 

  1. Open the Centre Monitor’s account 
  2. Scroll down to the Login details section 
  3. Tick the check box Enterprise user
  4. Tick the check box for the Centres you wish the Enterprise user to report across
  5. Click Save

For more information about the Enterprise user role, click here.  


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